Good morning & happy Wednesday! Today, we're breaking down Amazon's decision to block Meta's Muse AI agent from its retail site to see why this is really a fight over $76 billion in advertising revenue, not terms of service (why an AI agent that skips the search results page threatens both the sale and the ad impression on top of it, why Shopify made the opposite bet the same week by opening Shop Pay to Muse through Meta's new connector program, & what to watch next + bonus deep dives into Anthropic's Strategy to Win Agentic Commerce & The Agentic Transition Playbook inside), and diving into ''s new Trade button for cashtags to see how ' continues to build its Everything App (why ' sends users to brokers instead of becoming one, what Robinhood's absence from the list of partners means, why the data is ''s biggest win, & what to watch for next + bonus deep dive into Grok Bot: The First Real AI Agent OS inside). So let's just jump straight into the spicy stuff '' Amazon blocked Meta's...
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